Manager, Finance and Operations

Overview

The Manager, Finance & Operations will have a primary focus on finance and compliance and will also manage internal nonprofit operations, including data management. ICM is seeking a proactive, capable, meticulous individual who thrives in a start-up, entrepreneurial culture and is inspired by our mission. We have a small team, so this individual will have the opportunity to learn firsthand about every aspect of operations, build a valuable network and shape the role and organization, taking on increasing responsibility over time. We are a team of high performers and we like to promote from within. This is a senior role and a COO or CFO-track position for the right candidate – we are looking for someone who is excited about growing with us over time. The role will manage an Analyst, and will report to the Executive Director.

Responsibilities

Internal Finance and Operations:

• Member renewals: Lead and project-manage the annual renewals process, including dues invoicing, receipts, and survey completion
• HR: Manage PEO, hiring and onboarding process, insurance and benefits administration, and ensure proper and timely compliance with state and federal laws
• Finance, tax, and accounting: As the primary contact with ICM’s third party accounting teams, attend monthly financial review meetings, manage Expensify account and expenses policies, bank statements, timesheets, transfers and payments, and corporate card; work closely with the Executive Director on development of 990s for ICM Inc. and ICM Institute
• Budget: With the Executive Director, oversee the annual budgeting process for the ICM association and ICM Institute, developing pro formas and scenario analysis to inform sustainable organizational growth
• Track and manage programmatic budgets, e.g. Mosaic Fellowship, annual meetings, and research, in partnership with staff leads
• Manage grant budgets and financial reporting to foundation partners
• Board relations: With the Executive Director, and with input from ICM’s third-party accountants, prepare and present financial overview on a quarterly and annual basis
• Work with ICM legal counsel, when appropriate

Knowledge Management and Systems:

• Take ownership of the primary systems and infrastructure (e.g. Dropbox, Google Drive, AirTable) that support ICM member programs and resources – improving existing knowledge management, implementing and enforcing policies to maintain improved systems, and partnering with third parties/vendors as required
• Manage the online Member Portal and innovate/delegate to ensure continuous use and improvement

Member Engagement

• Lead the ICM Fund Administration Working Group (~12 ICM members), working to identify pain points and opportunities for knowledge and resource sharing to impove member performance
• Oversee ICM’s three large in-person annual gatherings (fall convening, winter impact awards night, spring convening) – including delegation of tasks to all ICM staff, budgeting, logistics, timelines, vendor contracts, with support of ICM Analyst

About Us…

The Impact Capital Managers (ICM) mission is to accelerate the performance of our members and to scale the impact investing marketplace with integrity and authenticity. We do this through our membership association, which today includes 100+ funds representing more than $90B in impact-focused private capital, and through field-building initiatives and partnerships via the affiliated ICM Institute. The ICM network of peers is engaged and collaborative by nature. As part of our commitment to grow the marketplace with integrity, members must meet certain criteria and admission is by invitation only. At ICM, we:

• Connect our members to one another, to impact investment opportunities, and to stakeholders in the broader investing ecosystem
• Identify and share best practices in areas directly relevant to fund performance, such as impact management
• Advocate for our members and the field through education, thought leadership, and independent research
• Cultivate a skilled, diverse impact investor workforce through talent and professional development programs and partnerships
• Strive to apply our operating principles – Rigor and Excellence, Candor and Curiosity, and Diversity and Inclusion – to all aspects of our work.

About You…

• You have a Bachelors degree and ideally, a graduate degree in a relevant field
• You have 5+ years of employment experience preferably in an administrative, operations, accounting, or nonprofit role
• You have a demonstrated understanding and interest in nonprofit operations and/or finance, proven discretion and maturity handling sensitive documents, and the poise required to steward Board and C-level relationships
• You have some experience with CRM, survey software, and data management platforms (for example, AirTable)
• You are obsessed with details, accuracy, and customer service, and take pride in systems that run like clockwork
• You have excellent time management skills with proven ability to meet deadlines
• You have some experience managing talent and enjoy helping colleagues reach their full potential
• You thrive in a small “start-up” environment, are comfortable with ambiguity and complexity, and you like building things
• You are excited about companies that create positive impact, and the ways investors can support them; and
• You have a strong work ethic and high expectations for yourself and others on your team – but you also value, and will help us build, a fun and supportive organizational culture